Comprehensive Tax & Advisory

From individual returns to complex cross-border estate planning — handled with meticulous care.

Income Tax & Treaty-Based Planning

Full preparation and filing for individuals, corporations, and partnerships — resident and non-resident alike. We apply the U.S.-Germany Double Taxation Treaty (and other applicable treaties) to minimize double taxation and ensure correct sourcing of income. As a Certifying Acceptance Agent (CAA), we are authorized by the IRS to assist non-U.S. persons with ITIN applications without requiring original documents to be mailed to the IRS.

• Form 1040 & 1040-NR (Resident & Non-Resident)
• Form 1120 (Corporate) & Form 1065 (Partnership)
• U.S.-Germany Double Taxation Treaty application & relief
• Treaty-based residency determinations (tie-breaker tests)
• Foreign tax credit planning & treaty rate reductions
• ITIN Applications — as IRS-authorized Certifying Acceptance Agent (CAA)
• FinCEN FBARs
• Audit Representation

Estate & Gift Tax — Including Treaty-Based Calculations

Protecting your legacy across borders. We navigate U.S. domiciliary and non-domiciliary estate tax rules, gift tax, and — critically — the unified credit calculations under the U.S.-Germany Estate and Gift Tax Treaty, which can dramatically reduce or eliminate double taxation on estates with assets in both countries.

• U.S. Domiciliary Estate Tax Returns
• U.S. Non-Domiciliary Estate Tax Returns
• Gift Tax Returns
• Estate & Gift Tax Treaty unified credit calculations
• Pro-rata unified credit allocation between treaty countries
• Sitting rules for situs-based taxation of assets
• Audit Representation

Withholding Tax (FIRPTA) & Treaty Rate Reductions

FIRPTA withholding, certificate requests, and refund procurement for international real estate transactions. We also handle withholding rate reductions under the U.S.-Germany tax treaty for dividends, interest, royalties, and other cross-border income.

• FIRPTA Withholding Tax Returns & Statements
• FIRPTA Withholding Certificate Requests
• Corporate & Partnership Withholding Returns
• Treaty-based withholding rate reductions (W-8BEN, Form 8833)
• Refund Procurement Representation

Consulting & Cross-Border Planning

Business planning, financial record review, litigation support, and immigration business plans. We also advise on the interplay between German and U.S. tax systems — including the impact of the U.S.-Germany tax treaty on business structures and cross-border investments.

• Immigration Business Plans
• Financial Record Review for Buyers
• Litigation Support
• Cross-border business structure planning
• Management Consulting